NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56,735,506 $2.62B 1.61% +1,423,388 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 17,309,402 $800M 0.46% -930,529 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 14,233,703 $658M -2,256,759 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 7,773,236 $359M 0.03% -18,575,587 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,839,909 $316M 5.5% +395,337 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,203,662 $287M 0.02% +439,265 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,986,307 $277M 4.05% +200,687 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,216,459 $241M 0.34% +380,929 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,443,240 $205M 0.22% -7,561 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 4,222,093 $195M 0.05% +26,136 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,200,827 $194M +299,615 Timeline TIAA group of 2 filers holding More: the full row for TIAA 3,803,991 $176M -814,911 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,774,976 $174M 0.04% -8,356,498 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,729,373 $126M 0.19% +80,979 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,584,919 $120M 0.17% +2,235,334 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,139,011 $98.9M 0.1% -86,055 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,878,491 $86.8M 0.38% +170,406 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,627,732 $75.3M 5.27% +125,570 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 1,571,192 $72.6M 1.56% +139,272 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,571,192 $72.6M 1.35% +139,272 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,551,783 $71.7M 0.08% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,525,952 $70.5M 0.02% +3,330 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,396,649 $65.5M 1.12% +368,864 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,349,574 $62.4M <0.01% +68,786 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,331,820 $61.6M 1.18% +39,047 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,302,963 $60.2M 0.01% -416,423 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,270,251 $58.7M +35,315 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,252,378 $57.9M 0.01% +53,828 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,233,133 $57M 0.08% +156,719 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,180,280 $53.6M 0.35% +45,000 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,147,002 $53M 0.15% -131,405 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,115,912 $51.6M 0.13% +83,021 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,106,057 $51.1M 0.06% +190,042 13F-HR Timeline Group TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,027,916 $47.5M 6.62% -13,075 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,016,646 $47M 4.23% +6,226 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 994,356 $46M 0.08% +73,990 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 967,543 $44.7M 5.79% -44,727 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 947,863 $43.8M 0.85% +113,663 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 921,777 $42.6M 3.32% -18,253 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 885,935 $41M 13.07% +20,255 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 869,231 $40.2M 3.05% +17,345 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 866,151 $40M 0.37% +205,379 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 846,133 $39.1M 13.67% -76,843 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 839,848 $38.8M 5.61% +2,369 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 816,596 $37.8M 1.21% +76,102 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 805,008 $37.2M 0.53% -1,188,452 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 779,050 $36M 1.36% +10,265 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 769,693 $35.6M 0.3% +26,535 13F-HR Timeline MASON STREET ADVISORS, LLC More: the full row for MASON STREET ADVISORS, LLC 768,930 $35.5M 3.47% +20,690 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 761,539 $35.2M 0.05% -53,565 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 760,685 $35.2M 6.77% +30,681 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 737,936 $34.7M +69,338 Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 669,809 $33M 1.89% +14,644 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 706,619 $32.7M 0.35% -55,524 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 706,604 $32.7M 0.01% +12,748 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 701,192 $32.4M 0.08% -67,841 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 698,095 $32.3M 0.03% -97,768 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 690,567 $31.9M 0.38% +2,071 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 677,042 $31.3M 0.14% -166,953 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 606,170 $28M 5.89% -2,809 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 556,811 $25.7M 0.28% +541,249 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 534,022 $24.7M 6.51% -45,484 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 529,006 $24.5M 0.73% +8,274 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 494,554 $22.9M 10.16% +18,000 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 509,571 $22.8M <0.01% -2,402 13F-HR/A Timeline Group LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 492,153 $22.8M 10.16% -450,547 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 490,423 $22.7M 0.33% -104,642 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 480,014 $22.2M 1.38% +12,544 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 476,503 $22M 2.48% +28,940 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 468,142 $21.6M 3.55% -914 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 457,635 $21.2M 2.46% +36,991 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 448,093 $20.7M 0.92% +277,461 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 441,429 $20.4M 0.02% +7,419 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 438,178 $20.3M 1.44% +52,069 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 437,927 $20.2M 1.76% +6,997 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 437,826 $20.2M 0.64% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 430,623 $19.9M +49,354 Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 400,012 $18.5M 1.74% +142,551 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 397,652 $18.4M 0.09% +2,609 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 387,889 $17.9M 6.79% -3,338 13F-HR/A Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 378,163 $17.5M 10.61% +216 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 352,654 $16.3M 0.28% -1,930,374 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 344,209 $15.9M 3.34% +6,742 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 339,405 $15.7M 0.49% -47,726 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 323,714 $15M 5.54% +43,388 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 323,061 $14.9M 9.13% +8,173 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 315,708 $14.6M 0.35% +25,018 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 314,349 $14.5M 5.05% -2,166 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 305,075 $14.1M 0.08% -276,833 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 304,095 $14.1M 0.05% -13,994 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 302,785 $14M 1.5% +38,624 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 302,280 $14M 0.3% +90,534 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 294,832 $13.6M 1.83% +15,603 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 294,723 $13.6M 5.23% +17,731 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 288,680 $13.3M 1.1% +109,359 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 282,921 $13.1M 0.9% +6,871 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 264,498 $12.2M 0.73% -7,122 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 262,474 $12.1M 1.77% -359 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 298,137 $11.8M 3.74% -30,819 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 255,218 $11.8M 1.89% +348 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 250,607 $11.6M 0.42% +49,804 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 246,708 $11.4M 3.11% +1,846 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 242,759 $11.2M <0.01% -58,159 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 241,374 $11.2M 0.18% +8,701 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 232,457 $10.7M 1.7% -9,847 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 220,452 $10.7M 1.8% +3,775 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 228,493 $10.6M 0.23% -12,148 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 228,242 $10.6M 0.06% -7,327 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 219,422 $10.1M 1.46% +6,329 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 208,900 $9.66M 4.19% 0 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 205,575 $9.5M 8.07% +4,471 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 203,820 $9.42M 1.47% -5,824 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 203,556 $9.41M 2.08% +3,405 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 202,767 $9.37M 0.07% -1,628 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 201,689 $9.32M 4.2% +36,414 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 201,213 $9.3M 8.74% +4,742 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 200,306 $9.26M 1.06% +43,839 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 48,140 $9.23M 6.04% -406 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 197,467 $9.13M 6.46% 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 190,637 $8.81M 1.81% +13,488 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 189,458 $8.76M 0.56% -90 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 187,334 $8.66M 0.14% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 185,932 $8.6M 6.05% -1,741 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 180,877 $8.36M 1.81% -8,227 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 178,297 $8.24M 1.13% +889 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 172,680 $7.74M 2.57% -26,211 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 167,071 $7.72M 5.16% +6,942 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 155,774 $7.65M 3.71% -675 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 162,337 $7.5M 0.01% +46,235 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 160,537 $7.42M 0.03% +43,203 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 158,688 $7.34M 0.13% -59,853 13F-HR/A Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 157,811 $7.3M 0.87% +4,034 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 157,306 $7.27M 1.02% +36,755 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 151,073 $6.98M 0.66% +14,839 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 150,550 $6.96M 0.1% +70,057 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 148,750 $6.88M 6.66% -43,196 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 145,966 $6.75M 4.47% +16,068 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 145,865 $6.74M 1.88% -20,981 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 144,882 $6.7M 0.94% +144,519 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 141,995 $6.66M 0.06% +126,371 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 143,228 $6.62M 0.15% +4,948 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 142,974 $6.61M 0.23% -3,630 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 141,927 $6.56M 0.03% -117,602 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 138,093 $6.38M 0.25% -4,995 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 136,826 $6.33M 0.2% -3,267 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 136,447 $6.31M 1.26% +65,000 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 136,211 $6.3M 0.75% -1,763 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 134,710 $6.23M +22,544 Timeline Calydon Capital More: the full row for Calydon Capital 133,269 $6.16M 1.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 130,409 $6.03M 0.25% +9,021 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 130,393 $6.03M 1.77% -325 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 129,844 $6M 0.29% +6,960 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 127,750 $5.91M 4.35% -5,478 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 127,186 $5.88M 0.39% -18,966 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 127,014 $5.87M 1.31% +1,852 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 126,401 $5.84M 0.09% +10,359 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 125,434 $5.8M 1.79% -596 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 115,064 $5.68M 1.43% -48,484 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 120,674 $5.58M 0.07% +726 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 115,219 $5.57M 5.32% -5,461 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 117,504 $5.43M 0.18% -4,015 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 116,612 $5.39M 0.22% -6,345 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 115,226 $5.33M 0.32% +178 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 111,709 $5.16M +36,535 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 111,641 $5.16M 0.12% -130,610 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 110,482 $5.11M 0.03% +8,712 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 109,850 $5.08M 1.07% -11,159 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 107,100 $4.95M 0.05% +2,077 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 102,143 $4.72M 0.01% +5,358 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 101,146 $4.68M 2.77% -1,483 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 101,040 $4.67M 1.29% -2,779 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 100,242 $4.63M 2.5% -1,813 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 99,080 $4.58M 2.22% +13,081 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 98,661 $4.56M 0.26% -7,934 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 98,568 $4.56M <0.01% 0 13F-HR Timeline Savvy Advisors, Inc. 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More: the full row for Shum Financial Group, Inc. 86,177 $3.98M 2.82% +3,473 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 83,791 $3.87M 0.05% -1,277 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 82,840 $3.83M 0.08% +3,613 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 82,174 $3.8M <0.01% +813 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 81,959 $3.79M 0.15% -6,151 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 80,230 $3.71M 0.2% -2,234 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 78,777 $3.67M 0.01% -5,843 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 81,812 $3.65M <0.01% +26,489 13F-HR Timeline Group Valmark Advisers, Inc. 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